Office of Research Update Financial Accounts - Office of Research

Update Financial Accounts

Change Default Financial Account:

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the facility of interest under Facilities available in UC Davis and log in
  3. From HOME >> PROFILE, under the Financial Account Information section >> Default Financial Account Number >>
    Select Change your default account number
  4. Under Please enter the new account number, click inside the text box
  5. An Account Number Request page will pop up
    • UC Davis Users:
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your financial account number
        *Financial account numbers follow the format X-XXXXXXX, with a mixture of numbers and capital letters (a 5-character SubAccount may be included at the end.)

        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account (approval will be required) to the right of the search. You will be taken to another Account number request page where you will enter your Chart (1 character) and Account (7 characters) separately. (A 5 character SubAccount may be included as well if you have one.)
          • Helpful Notes:
            • If the error message stating “Warning: this account number is not valid” is still showing after entering your account info, click into the Project text box and wait a few seconds. The error message should disappear and you may now Save.
            • The message “An admin will have to validate the creation of this account” should not stop you from saving the account info.
    • External UCs:
      • Select the appropriate UC from the drop-down list
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your IOC financial chartstring
        *IOC Chartstrings follow different formats determined by each campus. These include a mixture of numbers and capital letters. For a quick reference to the different chartstring formats, you can check here.

        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account to the right of the search. You will be taken to another Account number request page where you will enter your IOC Chartstring in separate fields.
    • External Non-Profit & For-Profit:
      • Select Purchase Order from the drop-down list
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your Purchase Order number
        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account to the right of the search. You will be taken to another Account number request page where you may enter a Start Date and an Expiration Date.
          • Alternatively, no dates are required if this will be an open PO

6. Click Save

7. Confirm by clicking Ok

Add Additional Financial Accounts

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis and log in
  3. From HOME >> PROFILE, under Request authorization to USE a financial account, select New account authorization request
  4. An Account Number Request page will pop up
    • UC Davis Users:
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your financial account number
        *Financial account numbers follow the format X-XXXXXXX, with a mixture of numbers and capital letters (a 5-character SubAccount may be included at the end.)

        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account (approval will be required) to the right of the search. You will be taken to another Account number request page where you will enter your Chart (1 character) and Account (7 characters) separately. (A 5 character SubAccount may be included as well if you have one.)
          • Helpful Notes:
            • If the error message stating “Warning: this account number is not valid” is still showing after entering your account info, click into the Project text box and wait a few seconds. The error message should disappear and you may now Save.
            • The message “An admin will have to validate the creation of this account” should not stop you from saving the account info.
    • External UCs:
      • Select the appropriate UC from the drop-down list
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your IOC financial chartstring
        *IOC Chartstrings follow different formats determined by each campus. These include a mixture of numbers and capital letters. For a quick reference to the different chartstring formats, you can check here.

        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account to the right of the search. You will be taken to another Account number request page where you will enter your IOC Chartstring in separate fields.
    • External Non-Profit & For-Profit:
      • Select Purchase Order from the drop-down list
      • Click in the “search an account” box beneath Select or create an account
      • Begin typing your Purchase Order number
        • Previously validated numbers will appear in a drop-down list as you begin typing. Select the appropriate account from the list.
        • If the account is not found in the list, select >> Create a new account to the right of the search. You will be taken to another Account number request page where you may enter a Start Date and an Expiration Date.
          • Alternatively, no dates are required if this will be an open PO
  5. Click Save